Independent. Fee-Only. SEC-Registered.

Built for wealth that no longer fits inside a model portfolio.

Beta Wealth Group brings institutional portfolio construction, private-market access, tax-aware planning, and personal coordination to families, business owners, and qualified investors in San Diego, Park City, and nationwide.

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◊ San Diego · 32.98° N

◊ Park City · 40.66° N

◊ Nationwide practice

◊ Est. institutional lineage

Independent, fee-only fiduciary

NAPFA affiliated

SEC-registered investment adviser

Registration does not imply skill

$428+ million AUM

as of December 31, 2024

CFP®, CPA, EA, MBA credentials

In-house planning & tax expertise

20+ years leadership experience

Institutional lineage

Proprietary investment strategies

Beta Income™ · Balanced™ · Growth™

What brought you here?

Different balance sheets, different questions.

Select the situation closest to your own. We'll surface the parts of our practice most relevant to that decision.

Response

We coordinate withdrawal sequencing, Social Security timing, Medicare, Roth conversion strategy, and portfolio positioning across taxable, tax-deferred, and tax-free accounts — so retirement income is engineered, not improvised.

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Science + Craft

Two disciplines, one strategy.

Our practice is engineered where quantitative research meets personal judgment. Neither side stands alone.

Systems in view

01Quantitative modeling
02Strategic & tactical forecasting
03Portfolio optimization
04Risk management
05Tax-managed trading
06Public & private-market research

Beta Wealth Group builds portfolios where the science and the craft are the same conversation — quantitative discipline in service of decisions that only a specific family, in a specific season, can make.

Wealth Architecture

Every capability, one connected structure.

A private balance sheet has more than one moving part. Ours is designed so investing, planning, tax, and legacy inform each other.

01 · INVEST

Institutional portfolio construction with disciplined risk and tax awareness.

Strategic allocation
Tactical positioning
Manager selection
Concentrated-stock strategy

A portfolio built to outlast market cycles, not chase them.

Institutional, in plain language

What sits behind a portfolio at Beta.

We use the same disciplines a small institution would use: written policy, defined risk budgets, tax-aware execution, and continuous review. We describe them the way an owner would want them described — not the way a brochure does.

A written investment policy

Every portfolio operates under a documented policy, not a habit — allocation ranges, benchmarks, rebalancing rules, tax treatment, and manager criteria stated in advance.

Risk budgets, not risk feelings

Volatility, drawdown tolerance, and liquidity needs are quantified and matched to real cash-flow obligations before capital is committed.

Tax execution as a design input

Realization, lot selection, location, and giving strategy are considered before every trade — not reconciled the following April.

Continuous, not quarterly

Positioning, tax opportunities, and planning assumptions are reviewed year-round; formal reviews are structured, not seasonal.

Private markets

Institutional access, sized for the plan — not layered on top of it.

For qualified investors, we source and diligence private equity, private credit, and real-asset strategies. Position sizing, liquidity, and tax structure are integrated with the broader portfolio, not treated as a separate universe.

Explore private markets

Tax integration

Investing and tax decisions in the same conversation.

Beta Wealth Group Tax & Accounting, PLLC — a separate legal entity under common ownership — brings a CPA-led practice to the table for clients who want realization, planning, and reporting coordinated. Clients are not required to use the affiliated firm.

Explore the tax practice

Client journey

From first conversation, to a plan in motion.

An engagement follows six deliberate stages. Onboarding typically unfolds over two to four weeks, subject to complexity.

01 · STAGE
Discover
We listen for what the balance sheet cannot show: family context, business trajectory, unresolved decisions, and what a good decade would actually feel like.
02 · STAGE
Design
We translate goals into a written plan and a portfolio architecture — allocation, private-market role, tax posture, and cash-flow logic.
03 · STAGE
Implement
Transitions are staged deliberately: tax-aware trading, custody moves, entity coordination, and legal documents executed with care.
04 · STAGE
Coordinate
Attorneys, CPAs, insurance, and the affiliated tax firm sit inside the same conversation — decisions made once, not three times.
05 · STAGE
Monitor
Portfolios, planning assumptions, and tax opportunities are reviewed continuously against the written plan, not against noise.
06 · STAGE
Adapt
Life changes: a business sale, a grandchild, an inheritance, a market shift. The plan is a living instrument, revisited on cadence and on demand.

Onboarding typically unfolds over two to four weeks, subject to engagement complexity.

The team

Credentials matter. People carry them.

A small, senior team — planners, an operations and compliance lead, and a CPA-led tax practice under common ownership.

CFP®

Jodi Vleck

CEO & Senior Wealth Manager

Founder-leader of Beta Wealth Group. Oversees firm strategy, senior client relationships, and the firm's signature investment approach.

MBA

Romy M. Brown

Managing Partner · Chief Operations & Compliance Officer

Leads firm operations, compliance, and the infrastructure that lets advisors focus on clients rather than logistics.

MBA, EA

Braxton Leicht

Financial Planning Associate

A decade of United States Air Force service — linguistics, intelligence, and criminal and fraud investigations — shapes the analytical discipline he brings to planning, tax, and complex financial matters as an Enrolled Agent.

CPA

Zachary Beucher

Founding Member · Beta Wealth Group Tax & Accounting, PLLC

Leads the affiliated CPA-led tax and accounting practice — a separate legal entity under common ownership — coordinating tax strategy alongside the wealth-management team.

Meet the full team

Current insights

Commentary written to be useful — not published to be seen.

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RETIREMENT INCOME

Sequencing withdrawals when everything is taxable, tax-deferred, and tax-free at once.

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BUSINESS OWNERS

Pre-transaction planning: the three quarters that matter most before a sale.

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PRIVATE MARKETS

What institutional-caliber access actually means at a client scale.

Read →

Two landscapes, one firm

Coast and ridgeline. The same practice.

Beta Wealth Group operates from the Pacific coastline of San Diego and the Wasatch Mountains surrounding Park City, and serves clients across the country.